Is An SDIRA Right For You? Five Things You Should Know.

Our CEO, Jaime Raskulinecz, recently published an article entitled “Is An SDIRA Right For You? Five Things You Should Know.

Real Estate Investor Expo August 18, 2018

Date and Time Sat, August 18, 2018 9:00 AM – 5:00 PM EDT Hilton Homewood Suites 125 Route 17 South Rutherford, NJ 07073 [MAP] Have you ever wanted to meet and learn from the top investors in New Jersey? If yes, then this is an event not to miss! At this...

Women and the Retirement Readiness Financial Gap

Merrill Lynch, in partnership with Age Wave, released a study in April that reported on the savings and earnings levels for men and women on the road to retirement. Strikingly, the study showed that women still have a lot of work to do to close the retirement savings...

USING FUNDS FROM AN EXISTING IRA TO FUND YOUR SELF-DIRECTED RETIREMENT PLAN

Have an existing IRA? You can transfer funds from there to open and fund a new self-directed IRA at Next Generation. Here’s how: A common question we get from our clients is whether they can transfer funds from an existing IRA into a new self-directed IRA....

Baby Boomers Beware – Retirement Approaches: Are You Financially Prepared?

According to a study by the Insured Retirement Institute in April (Boomer Expectations for Retirement 2018), 42 percent of baby boomers have nothing saved for retirement. Even the very youngest of this cohort, who are about a decade from retirement age, do...

Time to Include Real Estate in Your Self-Directed IRA

An article last month on Reuters explored how rising interest rates are helping real estate-related stocks perform very well amid the broader U.S. equity market; the article stated that investors are putting money into real estate investment trusts (REITs), betting...

The Next Generation of Self-Directed Retirement Plans

The neutral third-party professionals at Next Generation Trust Company expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy.

Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts.